Renewal preparation
Bring policy records, client updates, and outstanding requests into a renewal package. Show what has arrived and what still needs chasing.
Renewal package + outstanding-item list
For insurers, brokers, and MGAs
The file, assembled.Ready for review.
Cosimo brings policy records, submissions, and correspondence into review packages for your team. See what is missing, where the details disagree, and which follow-ups are needed before the file moves forward.
Your request
“Prepare the files for review.
Show me what is still missing.”
Your records. The questions worth reviewing.
Lanterna Insurance
Renewal. Submission.
Claims file.
Files to review03
Until renewal11 days
An insurance operations review
The file is assembled.
The open questions are clear.
Review a property renewal, a cargo submission, and a claims file. Open the source records to see the missing documents, conflicting values, and questions that need an answer.
Lanterna InsuranceInsurance operations · 21 Oct 2026
Fictional demonstration
Fictional demonstration
Enable JavaScript to inspect this sample report and its source records.
Illustrative reports and fictional source records. We configure and test your workflow with your team before it enters regular use.
Start with the file.
Give the reviewer a head start.
Choose a recurring task with a clear owner and a defined checklist. We configure the preparation around your records and test the result against your team’s review standards.
Submission checks
Compare the documents received with your submission checklist. List gaps and conflicting details for the person reviewing the file.
Document checklist + review questions
Claims-file summaries
Organize the supplied correspondence and supporting documents into a chronology, with sources beside the summary and missing information identified.
File summary + source records
Document follow-ups
Prepare requests for the records still outstanding. Give your team a clear status view and messages ready to review.
Status report + draft follow-ups
Your checklist.
Your professional judgment.
Set the preparation steps and review requirements with the people responsible for the file.
Agree one process.
Define the input files, required output, and acceptance criteria with the people who do the work today.
Keep the sources close.
Review the summary against the supplied documents and resolve open questions before relying on it.
Keep decisions with your team.
Underwriting, pricing, coverage determinations, claims decisions, and advice remain with the people responsible.
Set the data requirements first.
Agree access and handling requirements before sharing policyholder or claims records. A first conversation needs only a description of the process.
Start with one workflow.
Which file takes
too long to get ready?
Tell us which files take the most preparation, who supplies the records, and where the work gets stuck. We’ll assess the fit and outline a first workflow, from the incoming documents to the reviewer’s checklist.
Discuss your workflowA few sentences are enough. No policyholder documents needed to start.
Or email info@medici.ai directly.